I am trying to make a workflow rule for an email alert.
This needs to trigger for collections tommorow.
So for example a collection date is 10th November 2017 on 9th November it will automattically send a 'Collection Email' to the primary contact on the opportunity.
Please can someone tell me if the above is set up correctly and if it will work?
Hayley
3 risposte
It looks like you're just using standard workflow when you need to be using time based workflow (https://help.salesforce.com/articleView?id=workflow_time_action_considerations.htm&type=0).
The way you currently have it set up is dependent on the record being edited (or created), which won't happen. Check out the above link and let me know if that helps.
